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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,874 | $107,368-95.5% | $92,915-94.8% | $152,909-96.8% |
| Participation rate | 42.9% | 79.8%-36.9pp | 76.0%-33.1pp | 82.5%-39.6pp |
| Annual return | 59.16% | 145.64%-86.5pp | 109.45%-50.3pp | 345.46%-286.3pp |
| Employer contribution / active EE | $71 | $4,222-98.3% | $3,653-98.0% | $4,764-98.5% |
| Participant deferral / active EE | $1,989 | $4,848-59.0% | $4,238-53.1% | $5,851-66.0% |
| Admin fee / account holder | $45 | $7,082-99.4% | $5,796-99.2% | $11,601-99.6% |